MCK position history
The shares of McKesson (MCK) that SurgoCap Partners LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2023 Q4: 333,028 shares, $154M, 10.8% of portfolio
- 2024 Q1: 495,903 shares, $266M, 14.3% of portfolio, Add +48.9%
- 2024 Q2: 481,642 shares, $281M, 16.5% of portfolio, Reduce −2.9%
- 2024 Q3: 608,317 shares, $301M, 15.0% of portfolio, Add +26.3%
- 2024 Q4: 508,881 shares, $290M, 14.9% of portfolio, Reduce −16.3%
- 2025 Q1: 294,137 shares, $198M, 9.8% of portfolio, Reduce −42.2%
- 2025 Q2: 268,155 shares, $196M, 7.4% of portfolio, Reduce −8.8%
- 2025 Q3: 452,261 shares, $349M, 9.7% of portfolio, Add +68.7%
- 2025 Q4: 419,166 shares, $344M, 9.5% of portfolio, Reduce −7.3%
- 2026 Q1: 348,732 shares, $302M, 10.1% of portfolio, Reduce −16.8%
- 2026 Q2: 376,870 shares, $285M, 9.2% of portfolio, Add +8.1%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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